My name is Kimberleigh Rice, and I'm a licensed Merrill Edge Financial Solutions Advisor™. I can provide you with advice when you need it, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals.

Preferred Rewards

Keep it together

Link your Merrill Edge® investing and Bank of America banking accounts to view and manage your money online and on your mobile device. With just one login, you can transfer funds instantly between your accounts.

FAQs

What is a Merrill Edge Financial Solutions Advisor™?

What services do Financial Solutions Advisors provide?

A Financial Solutions Advisor can provide a recommended investment strategy/managed portfolio as well as access to Bank of America banking solutions for cash management, savings, credit, lending and more.

How should I prepare for my meeting with a Financial Solutions Advisor?

To get the most out of the meeting, you should be prepared to answer questions about what's going on in your life today and your goals for the future. The more you're able to share, the more effective the Financial Solutions Advisor can be in recommending investment choices. It would also be helpful to have relevant documents handy, such as: income statements (W-2 forms, pay stubs, tax documents), bank statements, investment statements, 401(k) statements and a list of your monthly expenses.

How do I get on track and stay on track with help from a Financial Solutions Advisor?

You'll have periodic reviews with a Merrill Edge Financial Solutions Advisor™. You'll also be able to view your progress any time online with you own personalized dashboard. Of course, you can always reach out if you have questions or need specific advice and guidance.

Are there additional benefits for Bank of America customers?

Yes. With one login, you can view and instantly transfer money online from your Bank of America bank accounts to your Merrill Edge® investment accounts.Footnote † Plus, your Merrill Edge investment balances can help you qualify for Bank of America Preferred Rewards. If you're already a Preferred Rewards member, your balances can help you reach the next tier of benefits.Footnote ††

Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s, Bank of America Advantage SafeBalance Banking™, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop down menu on the transfer screen.

You are eligible to enroll in the Preferred Rewards program if you have an active, eligible Bank of America® personal checking or Advantage Banking account and maintain a three-month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill Edge® and Merrill Lynch® investment accounts of at least $20,000 for the Gold tier, $50,000 for the Platinum tier or $100,000 for the Platinum Honors tier. The combined balance is calculated based on your average daily balance for a three-calendar-month period. Advantage SafeBalance Banking accounts count towards the checking account and balance requirements, and receive benefits. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements.

MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp"). Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and a wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA: